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| Provider | Service type | Compensation |
|---|---|---|
WAVERLY ADVISORS, LLC3 years Filed as: WAVERLY ADVISORS Service code 17 · EIN 63-1229657 | Pension Consulting | $706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,459 | $101,317-49.2% | $146,958-65.0% | $74,495-30.9% |
| Participation rate | 84.8% | 75.5%+9.3pp | 82.2%+2.7pp | 67.2%+17.6pp |
| Annual return | 18.84% | 8730.91%-8712.1pp | 418.34%-399.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $4,169 | $3,810+9.4% | $4,933-15.5% | $2,623+58.9% |
| Participant deferral / active EE | $9,217 | $7,303+26.2% | $8,070+14.2% | $4,346+112.1% |
| Admin fee / account holder | $5 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |